S.A. Mason LLC Diversified Active

CIK: 0001800911 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $82,379 (100.0% shares, 0.0% debt)

Holdings (385)

MSFT Microsoft Corp 4.3%
Value ($000) $3,573 Shares 22,653 Est. Cost $139.23 Unrealized +12.3%
SPY SPDR S&P 500 ETF Trust 3.1%
Value ($000) $2,542 Shares 9,861 Est. Cost $308.71 Unrealized
IVV iShares Core S&P 500 ETF 2.9%
Value ($000) $2,394 Shares 9,263 Est. Cost $323.22 Unrealized
VTEB Vanguard Tax-Exempt Bond Index 2.6%
Value ($000) $2,167 Shares 40,955 Est. Cost $53.26 Unrealized
VTI Vanguard Total Stock Market ET 2.5%
Value ($000) $2,078 Shares 16,123 Est. Cost $154.25 Unrealized
VO Vanguard Mid-Cap ETF 2.2%
Value ($000) $1,809 Shares 13,745 Est. Cost $178.20 Unrealized
COST Costco Wholesale Corp 2.0%
Value ($000) $1,683 Shares 5,904 Est. Cost $271.52 Unrealized +2.3%
VB Vanguard Small-Cap ETF 2.0%
Value ($000) $1,656 Shares 14,347 Est. Cost $165.62 Unrealized
PG Procter & Gamble Co/The 1.9%
Value ($000) $1,602 Shares 14,568 Est. Cost $105.24 Unrealized -1.3%
AAPL Apple Inc 1.8%
Value ($000) $1,496 Shares 5,883 Est. Cost $62.02 Unrealized +14.6%
INTU Intuit Inc 1.8%
Value ($000) $1,462 Shares 6,358 Est. Cost $251.45 Unrealized +3.8%
AMGN Amgen Inc 1.6%
Value ($000) $1,359 Shares 6,702 Est. Cost $182.69 Unrealized -0.2%
MA Mastercard Inc 1.4%
Value ($000) $1,137 Shares 4,708 Est. Cost $272.58 Unrealized +5.6%
ADBE Adobe Inc 1.3%
Value ($000) $1,038 Shares 3,262 Est. Cost $294.23 Unrealized +16.3%
PEP PepsiCo Inc 1.2%
Value ($000) $1,020 Shares 8,492 Est. Cost $112.78 Unrealized -0.0%
JNJ Johnson & Johnson 1.2%
Value ($000) $963 Shares 7,341 Est. Cost $114.10 Unrealized +5.3%
TJX TJX Cos Inc/The 1.1%
Value ($000) $920 Shares 19,246 Est. Cost $54.60 Unrealized -2.3%
ORLY O'Reilly Automotive Inc 1.1%
Value ($000) $920 Shares 3,056 Est. Cost $28.61 Unrealized -10.7%
ABT Abbott Laboratories 1.1%
Value ($000) $896 Shares 11,349 Est. Cost $75.30 Unrealized +0.0%
ABBV AbbVie Inc 1.1%
Value ($000) $886 Shares 11,630 Est. Cost $64.63 Unrealized +4.0%
VTIP Vanguard Short-Term Inflation- 1.1%
Value ($000) $870 Shares 17,855 Est. Cost $49.02 Unrealized
VV Vanguard Large-Cap ETF 1.0%
Value ($000) $843 Shares 7,120 Est. Cost $147.89 Unrealized
SCHB Schwab US Broad Market ETF 1.0%
Value ($000) $838 Shares 13,864 Est. Cost $76.91 Unrealized
ACN Accenture PLC 1.0%
Value ($000) $786 Shares 4,813 Est. Cost $178.42 Unrealized -0.8%
KMB Kimberly-Clark Corp 0.9%
Value ($000) $750 Shares 5,866 Est. Cost $108.78 Unrealized +3.0%
VZ Verizon Communications Inc 0.9%
Value ($000) $749 Shares 13,931 Est. Cost $42.79 Unrealized -4.1%
V Visa Inc 0.9%
Value ($000) $735 Shares 4,564 Est. Cost $172.55 Unrealized +4.7%
NKE NIKE Inc 0.9%
Value ($000) $732 Shares 8,845 Est. Cost $86.82 Unrealized -1.1%
HD Home Depot Inc/The 0.9%
Value ($000) $731 Shares 3,914 Est. Cost $194.75 Unrealized -2.4%
CI Cigna Corp 0.9%
Value ($000) $727 Shares 4,105 Est. Cost $167.70 Unrealized +5.8%
NEE NextEra Energy Inc 0.8%
Value ($000) $699 Shares 2,904 Est. Cost $50.24 Unrealized +8.1%
SCHM Schwab U.S. Mid-Cap ETF 0.8%
Value ($000) $696 Shares 16,516 Est. Cost $60.15 Unrealized
VCSH Vanguard Short-Term Corporate 0.8%
Value ($000) $693 Shares 8,758 Est. Cost $80.77 Unrealized
NVDA NVIDIA Corp 0.8%
Value ($000) $684 Shares 2,594 Est. Cost $5.18 Unrealized +21.4%
GLD SPDR Gold Shares 0.8%
Value ($000) $678 Shares 4,579 Est. Cost $143.27 Unrealized
BAC Bank of America Corp 0.8%
Value ($000) $675 Shares 31,801 Est. Cost $27.79 Unrealized -6.8%
ROL Rollins Inc 0.8%
Value ($000) $651 Shares 18,000 Est. Cost $22.00 Unrealized +4.5%
TIP iShares TIPS Bond ETF 0.8%
Value ($000) $627 Shares 5,314 Est. Cost $116.63 Unrealized
BRK/B Berkshire Hathaway Inc 0.8%
Value ($000) $623 Shares 3,408 Est. Cost $216.99 Unrealized -2.0%
INTC Intel Corp 0.7%
Value ($000) $611 Shares 11,296 Est. Cost $49.26 Unrealized +6.2%
United Technologies Corp 0.7%
Value ($000) $556 Shares 5,893 Est. Cost $149.73 Unrealized
T AT&T Inc 0.7%
Value ($000) $543 Shares 18,637 Est. Cost $18.86 Unrealized -3.7%
BSV Vanguard Short-Term Bond ETF 0.6%
Value ($000) $511 Shares 6,213 Est. Cost $80.71 Unrealized
Envestnet Inc 0.6%
Value ($000) $500 Shares 9,300 Est. Cost $69.59 Unrealized
VIG Vanguard Dividend Appreciation 0.6%
Value ($000) $486 Shares 4,701 Est. Cost $124.63 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.6%
Value ($000) $485 Shares 3,368 Est. Cost $205.76 Unrealized
GOOGL Alphabet Inc 0.6%
Value ($000) $483 Shares 416 Est. Cost $64.02 Unrealized +5.1%
MCD McDonald's Corp 0.6%
Value ($000) $468 Shares 2,831 Est. Cost $171.92 Unrealized -0.0%
IWF iShares Russell 1000 Growth ET 0.6%
Value ($000) $463 Shares 3,071 Est. Cost $175.84 Unrealized
AXP American Express Co 0.6%
Value ($000) $462 Shares 5,397 Est. Cost $110.13 Unrealized -2.3%
PYPL PayPal Holdings Inc 0.6%
Value ($000) $462 Shares 4,826 Est. Cost $103.97 Unrealized +5.9%
TTC Toro Co/The 0.6%
Value ($000) $461 Shares 7,086 Est. Cost $76.58 Unrealized -0.9%
ZTS Zoetis Inc 0.6%
Value ($000) $458 Shares 3,892 Est. Cost $118.09 Unrealized +6.1%
CVX Chevron Corp 0.6%
Value ($000) $458 Shares 6,321 Est. Cost $88.74 Unrealized -14.3%
VNQ Vanguard Real Estate ETF 0.6%
Value ($000) $456 Shares 6,524 Est. Cost $92.72 Unrealized
DLTR Dollar Tree Inc 0.5%
Value ($000) $449 Shares 6,115 Est. Cost $104.97 Unrealized -18.9%
SJM JM Smucker Co/The 0.5%
Value ($000) $438 Shares 3,950 Est. Cost $86.62 Unrealized +1.9%
CSCO Cisco Systems Inc 0.5%
Value ($000) $412 Shares 10,485 Est. Cost $38.52 Unrealized -4.8%
SYK Stryker Corp 0.5%
Value ($000) $408 Shares 2,453 Est. Cost $194.19 Unrealized -5.6%
WMT Walmart Inc 0.5%
Value ($000) $404 Shares 3,553 Est. Cost $36.38 Unrealized -2.8%
UPS United Parcel Service Inc 0.5%
Value ($000) $403 Shares 4,314 Est. Cost $92.83 Unrealized -11.8%
LOW Lowe's Cos Inc 0.5%
Value ($000) $386 Shares 4,481 Est. Cost $102.36 Unrealized -4.0%
PKW Invesco BuyBack Achievers ETF 0.5%
Value ($000) $385 Shares 7,949 Est. Cost $68.94 Unrealized
SCHA Schwab US Small-Cap ETF 0.5%
Value ($000) $375 Shares 7,273 Est. Cost $74.68 Unrealized
BDX Becton Dickinson and Co 0.5%
Value ($000) $373 Shares 1,625 Est. Cost $226.44 Unrealized -0.7%
JPM JPMorgan Chase & Co 0.4%
Value ($000) $370 Shares 4,111 Est. Cost $108.49 Unrealized -4.5%
MDLZ Mondelez International Inc 0.4%
Value ($000) $367 Shares 7,321 Est. Cost $45.89 Unrealized +1.8%
BIV Vanguard Intermediate-Term Bon 0.4%
Value ($000) $348 Shares 3,896 Est. Cost $88.33 Unrealized
VCIT Vanguard Intermediate-Term Cor 0.4%
Value ($000) $347 Shares 3,985 Est. Cost $88.38 Unrealized
VUG Vanguard Growth ETF 0.4%
Value ($000) $344 Shares 2,196 Est. Cost $182.14 Unrealized
KO Coca-Cola Co/The 0.4%
Value ($000) $342 Shares 7,730 Est. Cost $44.52 Unrealized +1.1%
ADP Automatic Data Processing Inc 0.4%
Value ($000) $337 Shares 2,469 Est. Cost $145.09 Unrealized -2.2%
VYM Vanguard High Dividend Yield E 0.4%
Value ($000) $333 Shares 4,711 Est. Cost $93.70 Unrealized
EES WisdomTree US SmallCap Fund 0.4%
Value ($000) $332 Shares 14,854 Est. Cost $38.43 Unrealized
QQQ Invesco QQQ Trust Series 1 0.4%
Value ($000) $326 Shares 1,710 Est. Cost $190.64 Unrealized
ORCL Oracle Corp 0.4%
Value ($000) $320 Shares 6,627 Est. Cost $50.44 Unrealized -5.8%
NVS Novartis AG 0.4%
Value ($000) $305 Shares 3,694 Est. Cost $94.62 Unrealized
SPMD SPDR Portfolio Mid Cap ETF 0.4%
Value ($000) $292 Shares 11,527 Est. Cost $36.22 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.4%
Value ($000) $289 Shares 3,555 Est. Cost $119.23 Unrealized
Walgreens Boots Alliance Inc 0.4%
Value ($000) $289 Shares 6,310 Est. Cost $58.93 Unrealized
LLY Eli Lilly & Co 0.3%
Value ($000) $285 Shares 2,051 Est. Cost $107.55 Unrealized +19.2%
GNTX Gentex Corp 0.3%
Value ($000) $282 Shares 12,732 Est. Cost $28.16 Unrealized -1.4%
EMR Emerson Electric Co 0.3%
Value ($000) $280 Shares 5,875 Est. Cost $62.82 Unrealized -8.1%
Steelcase Inc 0.3%
Value ($000) $277 Shares 28,023 Est. Cost $13.26 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $277 Shares 3,602 Est. Cost $67.55 Unrealized -3.6%
XOM Exxon Mobil Corp 0.3%
Value ($000) $269 Shares 7,085 Est. Cost $51.87 Unrealized -18.9%
EZM WisdomTree US MidCap Fund 0.3%
Value ($000) $266 Shares 10,079 Est. Cost $42.07 Unrealized
META Facebook Inc 0.3%
Value ($000) $266 Shares 1,595 Est. Cost $192.35 Unrealized +1.1%
PFE Pfizer Inc 0.3%
Value ($000) $265 Shares 8,126 Est. Cost $26.71 Unrealized -3.3%
BND Vanguard Total Bond Market ETF 0.3%
Value ($000) $265 Shares 3,100 Est. Cost $84.38 Unrealized
XYL Xylem Inc/NY 0.3%
Value ($000) $264 Shares 4,050 Est. Cost $72.41 Unrealized +1.5%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $263 Shares 4,723 Est. Cost $45.26 Unrealized +7.3%
MMM 3M Company 0.3%
Value ($000) $261 Shares 1,915 Est. Cost $111.76 Unrealized -5.2%
Laboratory Corp of America Hol 0.3%
Value ($000) $253 Shares 2,000 Est. Cost $169.00 Unrealized
EL Estee Lauder Cos Inc/The 0.3%
Value ($000) $251 Shares 1,575 Est. Cost $179.27 Unrealized -0.4%
AVNS Avanos Medical Inc 0.3%
Value ($000) $230 Shares 8,552 Est. Cost $36.21 Unrealized -17.5%
VEA Vanguard FTSE Developed Market 0.3%
Value ($000) $226 Shares 6,786 Est. Cost $44.02 Unrealized
GOOG Alphabet Inc 0.3%
Value ($000) $223 Shares 192 Est. Cost $64.05 Unrealized +5.1%
VBK Vanguard Small-Cap Growth ETF 0.3%
Value ($000) $223 Shares 1,487 Est. Cost $198.66 Unrealized
PSX Phillips 66 0.3%
Value ($000) $221 Shares 4,114 Est. Cost $84.50 Unrealized -24.5%
GD General Dynamics Corp 0.3%
Value ($000) $220 Shares 1,665 Est. Cost $155.87 Unrealized -7.0%
DIS Walt Disney Co/The 0.3%
Value ($000) $218 Shares 2,261 Est. Cost $135.71 Unrealized -9.0%
Unilever NV 0.3%
Value ($000) $214 Shares 4,395 Est. Cost $57.43 Unrealized
BA Boeing Co/The 0.3%
Value ($000) $211 Shares 1,415 Est. Cost $351.04 Unrealized -22.3%
ROST Ross Stores Inc 0.2%
Value ($000) $204 Shares 2,350 Est. Cost $105.92 Unrealized -4.9%
MDY SPDR S&P MidCap 400 ETF 0.2%
Value ($000) $200 Shares 760 Est. Cost $263.16 Unrealized
BABA Alibaba Group Holding Ltd 0.2%
Value ($000) $196 Shares 1,010 Est. Cost $212.08 Unrealized
VTV Vanguard Value ETF 0.2%
Value ($000) $194 Shares 2,182 Est. Cost $119.85 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $191 Shares 1,673 Est. Cost $162.83 Unrealized
SUB iShares Short-Term National Mu 0.2%
Value ($000) $191 Shares 1,800 Est. Cost $106.67 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $186 Shares 2,801 Est. Cost $59.11 Unrealized +4.1%
YUMC Yum China Holdings Inc 0.2%
Value ($000) $184 Shares 4,305 Est. Cost $44.44 Unrealized +0.3%
DBEF Xtrackers MSCI EAFE Hedged Equ 0.2%
Value ($000) $181 Shares 6,745 Est. Cost $33.43 Unrealized
EPD Enterprise Products Partners L 0.2%
Value ($000) $176 Shares 12,317 Est. Cost $28.15 Unrealized
AMZN Amazon.com Inc 0.2%
Value ($000) $175 Shares 90 Est. Cost $88.51 Unrealized +9.4%
TCF Financial Corp 0.2%
Value ($000) $174 Shares 7,671 Est. Cost $46.80 Unrealized
HBAN Huntington Bancshares Inc/OH 0.2%
Value ($000) $173 Shares 21,100 Est. Cost $10.02 Unrealized -7.2%
NOBL ProShares S&P 500 Dividend Ari 0.2%
Value ($000) $170 Shares 2,945 Est. Cost $75.43 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $168 Shares 1,216 Est. Cost $122.98 Unrealized +6.8%
D Dominion Energy Inc 0.2%
Value ($000) $166 Shares 2,300 Est. Cost $62.41 Unrealized +1.1%
FAST Fastenal Co 0.2%
Value ($000) $166 Shares 5,300 Est. Cost $15.30 Unrealized -0.9%
LUV Southwest Airlines Co 0.2%
Value ($000) $164 Shares 4,600 Est. Cost $51.27 Unrealized -10.3%
YUM Yum! Brands Inc 0.2%
Value ($000) $164 Shares 2,400 Est. Cost $92.35 Unrealized -9.5%
CMI Cummins Inc 0.2%
Value ($000) $159 Shares 1,175 Est. Cost $148.63 Unrealized -9.4%
RWJ Invesco S&P Smallcap 600 Reven 0.2%
Value ($000) $155 Shares 3,685 Est. Cost $68.20 Unrealized
SPIP SPDR Portfolio TIPS ETF 0.2%
Value ($000) $152 Shares 5,240 Est. Cost $28.63 Unrealized
Citrix Systems Inc 0.2%
Value ($000) $151 Shares 1,069 Est. Cost $111.01 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $151 Shares 1,065 Est. Cost $146.29 Unrealized +0.9%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $142 Shares 1,000 Est. Cost $178.00 Unrealized
EOG EOG Resources Inc 0.2%
Value ($000) $140 Shares 3,885 Est. Cost $55.80 Unrealized -11.0%
MCK McKesson Corp 0.2%
Value ($000) $135 Shares 1,000 Est. Cost $135.52 Unrealized +3.9%
Slack Technologies Inc 0.2%
Value ($000) $134 Shares 5,000 Est. Cost $22.46 Unrealized
TGT Target Corp 0.2%
Value ($000) $133 Shares 1,430 Est. Cost $99.83 Unrealized -4.9%
DGX Quest Diagnostics Inc 0.2%
Value ($000) $132 Shares 1,650 Est. Cost $92.43 Unrealized -0.3%
WEN Wendy's Co/The 0.2%
Value ($000) $128 Shares 8,600 Est. Cost $21.21 Unrealized -7.2%
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $127 Shares 1,004 Est. Cost $158.37 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $127 Shares 4,408 Est. Cost $44.70 Unrealized -18.0%
Varian Medical Systems Inc 0.2%
Value ($000) $126 Shares 1,225 Est. Cost $142.04 Unrealized
TROW T Rowe Price Group Inc 0.2%
Value ($000) $125 Shares 1,275 Est. Cost $91.51 Unrealized +4.4%
BNDX Vanguard Total International B 0.2%
Value ($000) $125 Shares 2,230 Est. Cost $56.50 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $124 Shares 411 Est. Cost $317.67 Unrealized -0.7%
SO Southern Co/The 0.1%
Value ($000) $122 Shares 2,248 Est. Cost $48.90 Unrealized +3.2%
RFV Invesco S&P MidCap 400 Pure Va 0.1%
Value ($000) $122 Shares 3,145 Est. Cost $69.00 Unrealized
VFC VF Corp 0.1%
Value ($000) $118 Shares 2,175 Est. Cost $89.63 Unrealized -13.1%
RPV Invesco S&P 500 Pure Value ETF 0.1%
Value ($000) $117 Shares 2,935 Est. Cost $69.24 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $117 Shares 3,499 Est. Cost $44.34 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $116 Shares 1,000 Est. Cost $123.01 Unrealized -7.8%
ECL Ecolab Inc 0.1%
Value ($000) $114 Shares 730 Est. Cost $177.67 Unrealized -0.8%
iShares Gold Trust 0.1%
Value ($000) $114 Shares 7,544 Est. Cost $14.45 Unrealized
VXUS Vanguard Total International S 0.1%
Value ($000) $112 Shares 2,665 Est. Cost $55.82 Unrealized
IMCB iShares Morningstar Mid-Cap ET 0.1%
Value ($000) $111 Shares 727 Est. Cost $152.59 Unrealized
Kellogg Co 0.1%
Value ($000) $111 Shares 1,847 Est. Cost $48.55 Unrealized +2.1%
DUK Duke Energy Corp 0.1%
Value ($000) $109 Shares 1,344 Est. Cost $71.81 Unrealized +1.3%
BIDU Baidu Inc 0.1%
Value ($000) $107 Shares 1,065 Est. Cost $126.10 Unrealized
General Electric Co 0.1%
Value ($000) $107 Shares 13,519 Est. Cost $11.17 Unrealized
DE Deere & Co 0.1%
Value ($000) $104 Shares 750 Est. Cost $153.88 Unrealized -5.3%
IEI iShares 3-7 Year Treasury Bond 0.1%
Value ($000) $103 Shares 775 Est. Cost $131.66 Unrealized
TTMI TTM Technologies Inc 0.1%
Value ($000) $103 Shares 10,000 Est. Cost $13.15 Unrealized +0.1%
KMX CarMax Inc 0.1%
Value ($000) $102 Shares 1,900 Est. Cost $94.07 Unrealized -10.1%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $96 Shares 1,065 Est. Cost $125.82 Unrealized
FXB Invesco CurrencyShares British 0.1%
Value ($000) $96 Shares 800 Est. Cost $128.75 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $95 Shares 2,461 Est. Cost $28.79 Unrealized -4.3%
DEO Diageo PLC 0.1%
Value ($000) $95 Shares 750 Est. Cost $168.00 Unrealized
NTRS Northern Trust Corp 0.1%
Value ($000) $95 Shares 1,253 Est. Cost $84.53 Unrealized -9.8%
BP BP PLC 0.1%
Value ($000) $95 Shares 3,915 Est. Cost $37.40 Unrealized
KDP Keurig Dr Pepper Inc 0.1%
Value ($000) $80 Shares 3,300 Est. Cost $24.67 Unrealized -5.6%
RWX SPDR Dow Jones International R 0.1%
Value ($000) $77 Shares 2,867 Est. Cost $38.87 Unrealized
SNAP Snap Inc 0.1%
Value ($000) $76 Shares 6,400 Est. Cost $14.72 Unrealized +4.3%
ITT ITT Inc 0.1%
Value ($000) $75 Shares 1,650 Est. Cost $66.45 Unrealized -6.7%
BSX Boston Scientific Corp 0.1%
Value ($000) $75 Shares 2,307 Est. Cost $41.84 Unrealized -6.6%
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $73 Shares 891 Est. Cost $129.07 Unrealized
FIS Fidelity National Information 0.1%
Value ($000) $73 Shares 600 Est. Cost $118.59 Unrealized +3.8%
VHT Vanguard Health Care ETF 0.1%
Value ($000) $73 Shares 441 Est. Cost $192.74 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $72 Shares 146 Est. Cost $187.24 Unrealized -2.2%
CTAS Cintas Corp 0.1%
Value ($000) $72 Shares 417 Est. Cost $61.91 Unrealized -0.2%
SMMV iShares Edge MSCI Min Vol USA 0.1%
Value ($000) $72 Shares 2,772 Est. Cost $25.97 Unrealized
DTE DTE Energy Co 0.1%
Value ($000) $72 Shares 763 Est. Cost $87.47 Unrealized -5.1%
IONS Ionis Pharmaceuticals Inc 0.1%
Value ($000) $71 Shares 1,510 Est. Cost $59.58 Unrealized -6.4%
COP ConocoPhillips 0.1%
Value ($000) $71 Shares 2,301 Est. Cost $47.16 Unrealized -13.1%
OMC Omnicom Group Inc 0.1%
Value ($000) $70 Shares 1,280 Est. Cost $62.52 Unrealized -8.6%
LDOS Leidos Holdings Inc 0.1%
Value ($000) $69 Shares 750 Est. Cost $93.22 Unrealized 0.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $69 Shares 925 Est. Cost $51.27 Unrealized +7.1%
LHX L3Harris Technologies Inc 0.1%
Value ($000) $69 Shares 381 Est. Cost $177.58 Unrealized +2.5%
Flaherty & Crumrine Preferred 0.1%
Value ($000) $69 Shares 7,000 Est. Cost $12.29 Unrealized
GSLC Goldman Sachs ActiveBeta U.S. 0.1%
Value ($000) $68 Shares 1,306 Est. Cost $64.21 Unrealized
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $68 Shares 600 Est. Cost $113.33 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $66 Shares 232 Est. Cost $298.40 Unrealized +4.1%
PWZ Invesco California AMT-Free Mu 0.1%
Value ($000) $64 Shares 2,360 Est. Cost $27.54 Unrealized
BR Broadridge Financial Solutions 0.1%
Value ($000) $64 Shares 675 Est. Cost $110.07 Unrealized -6.3%
DOC Healthpeak Properties Inc 0.1%
Value ($000) $64 Shares 2,680 Est. Cost $25.47 Unrealized -6.1%
SYY Sysco Corp 0.1%
Value ($000) $63 Shares 1,371 Est. Cost $68.51 Unrealized -14.1%
GM General Motors Co 0.1%
Value ($000) $61 Shares 2,950 Est. Cost $34.37 Unrealized -15.1%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $61 Shares 602 Est. Cost $131.26 Unrealized -4.9%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $61 Shares 1,092 Est. Cost $83.41 Unrealized
PFF iShares Preferred & Income Sec 0.1%
Value ($000) $58 Shares 1,821 Est. Cost $37.34 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $58 Shares 750 Est. Cost $79.69 Unrealized +3.7%
IBM IBM 0.1%
Value ($000) $57 Shares 515 Est. Cost $99.90 Unrealized -1.6%
Royal Dutch Shell PLC 0.1%
Value ($000) $56 Shares 1,600 Est. Cost $58.75 Unrealized
AIG American International Group 0.1%
Value ($000) $54 Shares 2,220 Est. Cost $45.11 Unrealized -18.5%
PGX Invesco Preferred ETF 0.1%
Value ($000) $54 Shares 4,140 Est. Cost $14.52 Unrealized
C Citigroup Inc 0.1%
Value ($000) $53 Shares 1,265 Est. Cost $59.26 Unrealized -8.6%
ED Consolidated Edison Inc 0.1%
Value ($000) $53 Shares 674 Est. Cost $71.77 Unrealized -1.3%
FHI Federated Investors Inc 0.1%
Value ($000) $52 Shares 2,717 Est. Cost $24.55 Unrealized -8.4%
ELD WisdomTree Emerging Markets Lo 0.1%
Value ($000) $50 Shares 1,695 Est. Cost $35.99 Unrealized
Linde PLC 0.1%
Value ($000) $49 Shares 285 Est. Cost $214.04 Unrealized
VMBS Vanguard Mortgage-Backed Secur 0.1%
Value ($000) $48 Shares 880 Est. Cost $54.44 Unrealized
HON Honeywell International Inc 0.1%
Value ($000) $48 Shares 357 Est. Cost $142.74 Unrealized -4.3%
IJJ iShares S&P Mid-Cap 400 Value 0.1%
Value ($000) $48 Shares 440 Est. Cost $170.45 Unrealized
VEU Vanguard FTSE All-World ex-US 0.1%
Value ($000) $47 Shares 1,137 Est. Cost $53.65 Unrealized
Allergan PLC 0.1%
Value ($000) $47 Shares 264 Est. Cost $189.39 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $46 Shares 307 Est. Cost $188.93 Unrealized
TRV Travelers Cos Inc/The 0.1%
Value ($000) $46 Shares 465 Est. Cost $119.29 Unrealized -8.1%
MDT Medtronic PLC 0.1%
Value ($000) $45 Shares 502 Est. Cost $92.57 Unrealized -2.6%
SLV iShares Silver Trust 0.1%
Value ($000) $45 Shares 3,475 Est. Cost $16.69 Unrealized
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $43 Shares 1,000 Est. Cost $58.46 Unrealized
COTY Coty Inc 0.1%
Value ($000) $43 Shares 8,347 Est. Cost $11.20 Unrealized -16.7%
PM Philip Morris International In 0.1%
Value ($000) $42 Shares 574 Est. Cost $60.01 Unrealized +1.2%
QSR Restaurant Brands Internationa 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $66.92 Unrealized -15.4%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $39 Shares 3,345 Est. Cost $34.57 Unrealized -13.0%
ALC Alcon Inc 0.0%
Value ($000) $37 Shares 737 Est. Cost $56.46 Unrealized +0.4%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $37 Shares 700 Est. Cost $70.00 Unrealized
VGSH Vanguard Short-Term Treasury E 0.0%
Value ($000) $37 Shares 600 Est. Cost $60.00 Unrealized
PAYX Paychex Inc 0.0%
Value ($000) $35 Shares 549 Est. Cost $69.94 Unrealized -3.6%
IWP iShares Russell Mid-Cap Growth 0.0%
Value ($000) $35 Shares 285 Est. Cost $150.88 Unrealized
GS Goldman Sachs Group Inc/The 0.0%
Value ($000) $35 Shares 229 Est. Cost $187.49 Unrealized -1.6%
SBUX Starbucks Corp 0.0%
Value ($000) $34 Shares 510 Est. Cost $74.48 Unrealized -4.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $34 Shares 2,285 Est. Cost $22.92 Unrealized -14.2%
Twitter Inc 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $32.26 Unrealized
Six Flags Entertainment Corp 0.0%
Value ($000) $33 Shares 2,663 Est. Cost $44.53 Unrealized
DGRW WisdomTree U.S. Quality Divide 0.0%
Value ($000) $33 Shares 860 Est. Cost $48.84 Unrealized
CNI Canadian National Railway Co 0.0%
Value ($000) $32 Shares 407 Est. Cost $79.95 Unrealized -2.5%
TSCO Tractor Supply Co 0.0%
Value ($000) $32 Shares 380 Est. Cost $17.23 Unrealized -5.1%
SMG Scotts Miracle-Gro Co/The 0.0%
Value ($000) $32 Shares 312 Est. Cost $81.35 Unrealized +7.8%
XYZ Square Inc 0.0%
Value ($000) $31 Shares 598 Est. Cost $63.90 Unrealized +7.0%
TAP Molson Coors Beverage Co 0.0%
Value ($000) $31 Shares 800 Est. Cost $45.94 Unrealized -4.8%
GlaxoSmithKline PLC 0.0%
Value ($000) $31 Shares 810 Est. Cost $47.39 Unrealized
FHLC Fidelity MSCI Health Care Inde 0.0%
Value ($000) $31 Shares 729 Est. Cost $49.38 Unrealized
XLF Financial Select Sector SPDR F 0.0%
Value ($000) $31 Shares 1,509 Est. Cost $30.48 Unrealized
CDK Global Inc 0.0%
Value ($000) $30 Shares 899 Est. Cost $54.53 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $30 Shares 650 Est. Cost $56.34 Unrealized -3.3%
ATO Atmos Energy Corp 0.0%
Value ($000) $30 Shares 300 Est. Cost $94.23 Unrealized +0.8%
STT State Street Corp 0.0%
Value ($000) $29 Shares 550 Est. Cost $57.64 Unrealized -0.7%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $28 Shares 150 Est. Cost $233.98 Unrealized -4.0%
Inovio Pharmaceuticals Inc 0.0%
Value ($000) $28 Shares 3,750 Est. Cost $3.35 Unrealized
DGRS WisdomTree U.S. SmallCap Quali 0.0%
Value ($000) $28 Shares 1,100 Est. Cost $37.91 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $28 Shares 500 Est. Cost $44.01 Unrealized -3.1%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $28 Shares 220 Est. Cost $144.63 Unrealized
Direxion All Cap Insider Senti 0.0%
Value ($000) $28 Shares 1,003 Est. Cost $39.31 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $27 Shares 393 Est. Cost $42.98 Unrealized -2.3%
EEMV iShares Edge MSCI Min Vol Emer 0.0%
Value ($000) $27 Shares 565 Est. Cost $58.41 Unrealized
CLX Clorox Co/The 0.0%
Value ($000) $26 Shares 150 Est. Cost $124.55 Unrealized +11.3%
AON Aon PLC 0.0%
Value ($000) $26 Shares 155 Est. Cost $195.70 Unrealized 0.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $26 Shares 130 Est. Cost $195.04 Unrealized +1.0%
STIP iShares 0-5 Year TIPS Bond ETF 0.0%
Value ($000) $26 Shares 260 Est. Cost $100.00 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $25 Shares 350 Est. Cost $78.39 Unrealized -12.2%
Fitbit Inc 0.0%
Value ($000) $25 Shares 3,800 Est. Cost $6.47 Unrealized
CWB SPDR Bloomberg Barclays Conver 0.0%
Value ($000) $25 Shares 530 Est. Cost $52.97 Unrealized
QCOM QUALCOMM Inc 0.0%
Value ($000) $24 Shares 355 Est. Cost $71.93 Unrealized 0.0%
Mylan NV 0.0%
Value ($000) $24 Shares 1,630 Est. Cost $19.94 Unrealized
MBB iShares MBS ETF 0.0%
Value ($000) $24 Shares 220 Est. Cost $109.09 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $23 Shares 258 Est. Cost $135.66 Unrealized
RIO Rio Tinto PLC 0.0%
Value ($000) $23 Shares 500 Est. Cost $46.00 Unrealized
Tiffany & Co 0.0%
Value ($000) $23 Shares 175 Est. Cost $133.66 Unrealized
KMI Kinder Morgan Inc/DE 0.0%
Value ($000) $23 Shares 1,617 Est. Cost $14.05 Unrealized -4.9%
RHHBY Roche Holding AG 0.0%
Value ($000) $22 Shares 532 Est. Cost $41.35 Unrealized
Cedar Fair LP 0.0%
Value ($000) $22 Shares 1,186 Est. Cost $53.25 Unrealized
HSBC HSBC Holdings PLC 0.0%
Value ($000) $22 Shares 802 Est. Cost $38.65 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $21 Shares 761 Est. Cost $37.10 Unrealized -11.1%
KHC Kraft Heinz Co/The 0.0%
Value ($000) $20 Shares 800 Est. Cost $22.63 Unrealized -8.6%
ENB Enbridge Inc 0.0%
Value ($000) $20 Shares 695 Est. Cost $24.85 Unrealized +0.6%
PRKS SeaWorld Entertainment Inc 0.0%
Value ($000) $20 Shares 1,796 Est. Cost $28.85 Unrealized -5.1%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $20 Shares 250 Est. Cost $85.74 Unrealized -2.1%
ALL Allstate Corp/The 0.0%
Value ($000) $19 Shares 205 Est. Cost $94.20 Unrealized +0.0%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $19 Shares 150 Est. Cost $126.67 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $19 Shares 1,094 Est. Cost $23.11 Unrealized -8.4%
SHYG iShares 0-5 Year High Yield Co 0.0%
Value ($000) $19 Shares 470 Est. Cost $40.43 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $18 Shares 177 Est. Cost $135.59 Unrealized
CSM ProShares Large Cap Core Plus 0.0%
Value ($000) $18 Shares 300 Est. Cost $77.62 Unrealized
SHY iShares 1-3 Year Treasury Bond 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.00 Unrealized
USIG iShares Broad USD Investment G 0.0%
Value ($000) $17 Shares 310 Est. Cost $54.00 Unrealized
SLYG SPDR S&P 600 Small Cap Growth 0.0%
Value ($000) $17 Shares 365 Est. Cost $64.41 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $17 Shares 3,681 Est. Cost $10.85 Unrealized
BIL SPDR Bloomberg Barclays 1-3 Mo 0.0%
Value ($000) $16 Shares 170 Est. Cost $94.12 Unrealized
MET MetLife Inc 0.0%
Value ($000) $16 Shares 530 Est. Cost $39.33 Unrealized -7.3%
HYS PIMCO 0-5 Year High Yield Corp 0.0%
Value ($000) $16 Shares 181 Est. Cost $99.57 Unrealized
VSS Vanguard FTSE All World ex-US 0.0%
Value ($000) $16 Shares 200 Est. Cost $110.00 Unrealized
IGLB iShares Long-Term Corporate Bo 0.0%
Value ($000) $15 Shares 235 Est. Cost $63.83 Unrealized
LogMeIn Inc 0.0%
Value ($000) $15 Shares 176 Est. Cost $85.11 Unrealized
RWO SPDR Dow Jones Global Real Est 0.0%
Value ($000) $14 Shares 395 Est. Cost $52.50 Unrealized
CF CF Industries Holdings Inc 0.0%
Value ($000) $14 Shares 500 Est. Cost $40.27 Unrealized -20.1%
L Loews Corp 0.0%
Value ($000) $14 Shares 400 Est. Cost $49.16 Unrealized -6.4%
GNL Global Net Lease Inc 0.0%
Value ($000) $14 Shares 1,031 Est. Cost $20.37 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $14 Shares 145 Est. Cost $132.37 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $14 Shares 212 Est. Cost $66.06 Unrealized +0.3%
RFG Invesco S&P MidCap 400 Pure Gr 0.0%
Value ($000) $13 Shares 120 Est. Cost $150.00 Unrealized
Cerner Corp 0.0%
Value ($000) $13 Shares 200 Est. Cost $72.50 Unrealized
POWA Invesco Defensive Equity ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $56.67 Unrealized
F Ford Motor Co 0.0%
Value ($000) $13 Shares 2,684 Est. Cost $6.68 Unrealized -15.4%
RPG Invesco S&P 500 Pure Growth ET 0.0%
Value ($000) $13 Shares 130 Est. Cost $123.08 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $13 Shares 126 Est. Cost $139.45 Unrealized -3.9%
TILT FlexShares Morningstar US Mark 0.0%
Value ($000) $13 Shares 144 Est. Cost $128.13 Unrealized
FNDA Schwab Fundamental U.S. Small 0.0%
Value ($000) $12 Shares 445 Est. Cost $40.72 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $12 Shares 510 Est. Cost $29.87 Unrealized -13.8%
Assured Guaranty Muni 0.0%
Value ($000) $12 Shares 500 Est. Cost $26.00 Unrealized
Total SA 0.0%
Value ($000) $12 Shares 310 Est. Cost $55.21 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $12 Shares 167 Est. Cost $106.38 Unrealized
IEF iShares 7-10 Year Treasury Bon 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.00 Unrealized
Nordstrom Inc 0.0%
Value ($000) $12 Shares 800 Est. Cost $41.25 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $11 Shares 800 Est. Cost $30.72 Unrealized -17.7%
IGSB iShares Short-Term Corporate B 0.0%
Value ($000) $10 Shares 185 Est. Cost $54.05 Unrealized
Fifth Third Bancorp 0.0%
Value ($000) $10 Shares 400 Est. Cost $27.50 Unrealized
GLW Corning Inc 0.0%
Value ($000) $10 Shares 500 Est. Cost $24.43 Unrealized -9.6%
CHS INC 0.0%
Value ($000) $10 Shares 400 Est. Cost $27.50 Unrealized
DSI iShares Trust - iShares MSCI K 0.0%
Value ($000) $10 Shares 100 Est. Cost $120.00 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $45.85 Unrealized -13.5%
SCHW Charles Schwab Corp/The 0.0%
Value ($000) $10 Shares 300 Est. Cost $39.89 Unrealized -3.0%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $9 Shares 229 Est. Cost $55.61 Unrealized -8.4%
KBWB Invesco KBW Bank ETF 0.0%
Value ($000) $9 Shares 259 Est. Cost $57.92 Unrealized
ENFR Alerian Energy Infrastructure 0.0%
Value ($000) $9 Shares 850 Est. Cost $21.18 Unrealized
Global X MLP & Energy Infrastr 0.0%
Value ($000) $9 Shares 1,501 Est. Cost $11.99 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE 0.0%
Value ($000) $9 Shares 150 Est. Cost $73.33 Unrealized
MDU MDU Resources Group Inc 0.0%
Value ($000) $9 Shares 400 Est. Cost $9.10 Unrealized -2.9%
TOTL SPDR Doubleline Total Return T 0.0%
Value ($000) $9 Shares 195 Est. Cost $46.94 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $8 Shares 170 Est. Cost $64.71 Unrealized
IUSG iShares Core S&P U.S. Growth E 0.0%
Value ($000) $8 Shares 133 Est. Cost $68.18 Unrealized
CUT Invesco MSCI Global Timber ETF 0.0%
Value ($000) $8 Shares 400 Est. Cost $30.00 Unrealized
Patterson Cos Inc 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.00 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $8 Shares 349 Est. Cost $29.07 Unrealized
HSIC Henry Schein Inc 0.0%
Value ($000) $8 Shares 152 Est. Cost $63.43 Unrealized 0.0%
Amcor PLC 0.0%
Value ($000) $8 Shares 1,045 Est. Cost $7.76 Unrealized -3.4%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $8 Shares 335 Est. Cost $51.65 Unrealized -25.7%
DBX Dropbox Inc 0.0%
Value ($000) $8 Shares 435 Est. Cost $18.84 Unrealized -3.5%
AEE Ameren Corp 0.0%
Value ($000) $8 Shares 103 Est. Cost $63.64 Unrealized +5.1%
RSTRF Restaurant Brands Internationa 0.0%
Value ($000) $8 Shares 200 Est. Cost $65.00 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.81 Unrealized 0.0%
FNDC Schwab Fundamental Internation 0.0%
Value ($000) $7 Shares 300 Est. Cost $33.33 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $7 Shares 121 Est. Cost $56.66 Unrealized -2.4%
CCL Carnival Corp 0.0%
Value ($000) $7 Shares 550 Est. Cost $35.30 Unrealized 0.0%
New York Community Bancorp Inc 0.0%
Value ($000) $7 Shares 730 Est. Cost $12.33 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $6 Shares 780 Est. Cost $9.04 Unrealized -11.0%
CMA Comerica Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $50.64 Unrealized -20.1%
AMG Affiliated Managers Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $81.44 Unrealized -8.3%
Connecticut Light & Power 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $6 Shares 1,645 Est. Cost $8.51 Unrealized
DOW Dow Inc 0.0%
Value ($000) $6 Shares 216 Est. Cost $35.29 Unrealized -13.3%
MLKN Herman Miller Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $39.25 Unrealized -25.0%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $6 Shares 375 Est. Cost $21.33 Unrealized
OPPJ WisdomTree Japan Hedged SmallC 0.0%
Value ($000) $6 Shares 175 Est. Cost $40.00 Unrealized
Hostess Brands Inc 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
CNYA iShares MSCI China A ETF 0.0%
Value ($000) $5 Shares 175 Est. Cost $28.57 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $5 Shares 492 Est. Cost $10.31 Unrealized -7.1%
DELL Dell Technologies Inc 0.0%
Value ($000) $5 Shares 133 Est. Cost $23.85 Unrealized -11.3%
Welbilt Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $16.00 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $5 Shares 286 Est. Cost $37.76 Unrealized -5.6%
Brookfield Asset Management In 0.0%
Value ($000) $4 Shares 100 Est. Cost $60.00 Unrealized
USB US Bancorp 0.0%
Value ($000) $4 Shares 106 Est. Cost $37.23 Unrealized 0.0%
RYN Rayonier Inc 0.0%
Value ($000) $4 Shares 150 Est. Cost $33.33 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $4 Shares 176 Est. Cost $24.50 Unrealized +4.4%
Nuveen Preferred & Income Secu 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $4 Shares 826 Est. Cost $18.16 Unrealized
PCY Invesco Emerging Markets Sover 0.0%
Value ($000) $3 Shares 134 Est. Cost $29.85 Unrealized
VanEck Vectors Russia ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $25.00 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.23 Unrealized -4.3%
KTOS Kratos Defense & Security Solu 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.54 Unrealized -7.1%
FLR Fluor Corp 0.0%
Value ($000) $3 Shares 400 Est. Cost $17.92 Unrealized -22.7%
WMB Williams Cos Inc/The 0.0%
Value ($000) $2 Shares 175 Est. Cost $13.99 Unrealized 0.0%
FS KKR Capital Corp 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $2 Shares 180 Est. Cost $11.11 Unrealized
Glu Mobile Inc 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
CRD/A Crawford & Co 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.19 Unrealized -20.6%
CAKE Cheesecake Factory Inc/The 0.0%
Value ($000) $2 Shares 100 Est. Cost $36.58 Unrealized -17.8%
MTW Manitowoc Co Inc/The 0.0%
Value ($000) $2 Shares 250 Est. Cost $14.58 Unrealized -10.5%
MD MEDNAX Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $25.08 Unrealized -17.8%
Macatawa Bank Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.25 Unrealized
KOP Koppers Holdings Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $34.04 Unrealized -26.9%
SSRM SSR Mining Inc 0.0%
Value ($000) $1 Shares 125 Est. Cost $15.57 Unrealized +5.7%
BCRX BioCryst Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.52 Unrealized +9.5%
SJT San Juan Basin Royalty Trust 0.0%
Value ($000) $1 Shares 350 Est. Cost $3.08 Unrealized
CLF Cleveland-Cliffs Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.50 Unrealized -17.5%
ABEV Ambev SA 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.00 Unrealized
ASRV AmeriServ Financial Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.09 Unrealized 0.0%
HAL Halliburton Co 0.0%
Value ($000) $1 Shares 200 Est. Cost $18.78 Unrealized -16.8%
American International Group 0.0%
Value ($000) $1 Shares 900 Est. Cost $10.00 Unrealized
CVGI Commercial Vehicle Group Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost $7.10 Unrealized -38.7%
Sprott Resource Holdings Inc 0.0%
Value ($000) $0 Shares 224 Est. Cost Unrealized